Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,662 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $74.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,439
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,422
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2022
Reduced 3.61%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,412
shares
|
$1.3 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,399
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
5,376
shares
|
$1.29 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
5,363
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
5,363
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2024
Added 27.54%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
5,354
shares
|
$1.29 Million
1.06% of portfolio
|
Q3 2024
Reduced 95.64%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
5,341
shares
|
$1.29 Million
0.67% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
5,315
shares
|
$1.28 Million
0.42% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,296
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
5,284
shares
|
$1.27 Million
0.23% of portfolio
|
Q2 2024
Added 29.19%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
5,283
shares
|
$1.27 Million
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
5,251
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
5,240
shares
|
$1.26 Million
0.66% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,240
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
5,239
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.73%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,224
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,208
shares
|
$1.25 Million
0.38% of portfolio
|
Q4 2021
Reduced 6.01%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
5,192
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
5,190
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,189
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Added 25.16%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
5,188
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.44%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
5,188
shares
|
$1.25 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
5,176
shares
|
$1.25 Million
0.41% of portfolio
|
Q3 2024
Added 0.98%
|